Music Business Worldwide

Goldman Sachs' Lisa Yang: Why I'm bullish on music streaming's future

Aug 14, 2023

37:47

Highlights

AI Chapters

Episode notes

Aligning Monetization with Consumption and Content Distribution

00:31

Introduction

2min

The Rise of Music Rights at Goldman Sachs

5min

The Future of Music in the Air

5min

The Future of Music Streaming

2min

The Future of Music Subscriptions

3min

The Future of Music Pricing

4min

The Potential for Streaming Services to Improve Monetization for the Music Industry

5min

The Future of Music in the Air

3min

The Decline of the Music Industry's Revenue Per Streaming Hour

3min

10.

Spotify's Loss of Global Music Subscriber Market Share

3min

11.

The Future of Music Rights

3min

Welcome to the latest Music Business Worldwide podcast supported by Voly Music.

On this 'cast, MBW founder Tim Ingham is joined by Lisa Yang, Managing Director of Media & Internet at Goldman Sachs’ Global Investment Research.

Yang keeps a very close eye on the music business – and is the lead analyst on Goldman’s hugely influential ‘Music In The Air’ paper, a new and updated version of which is released each year.

The latest iteration of ‘Music In The Air’ arrived in June 2023, and contained amongst its 72 pages financial and data analysis of all corners of the music business.

It also contained headline forecasts, including that the global recorded music industry will be generating over $50 billion dollars by 2030, from some 1.2 billion paying streaming subscribers worldwide.

On this podcast we ask Lisa about her team’s latest forecasts in 'Music In The Air', while picking on her brains on other conclusions from the report, and asking more generally about how the global music business will change in the decade ahead of us….